JPMORGAN CHASE FINL CO LLC (AMJB)
Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.
74
Reporting holders
$432.4M
Reported value
0.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+5
Holder change
Institutions report 12,544,149 shares against 2,658,186,195 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | $137.3M | 3,983,296 | 0.17% | 2q | +7.4%+$9.5M |
| JPMORGAN CHASE & CO | $65.7M | 1,907,023 | 0.00% | 10q | -11.8%-$8.8M |
| Equitable Holdings, Inc. | $47.6M | 1,380,520 | 0.28% | 9q | +7.7%+$3.4M |
| KEYBANK NATIONAL ASSOCIATION/OH | $20.7M | 599,629 | 0.07% | 9q | +0.8%+$168.1K |
| LPL Financial LLC | $18.3M | 530,493 | 0.00% | 9q | +4.2%+$733.4K |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $12.6M | 364,721 | 0.70% | 9q | -0.9%-$111.4K |
| NICOLET BANKSHARES INC | $11.0M | 322,369 | 0.35% | 9q | -2.4%-$274.4K |
| Waverly Advisors, LLC | $11.0M | 319,590 | 0.06% | 6q | -9.7%-$1.2M |
| GOLDMAN SACHS GROUP INC | $10.8M | 311,777 | 0.00% | 9q | -8.9%-$1.0M |
| Baird Financial Group, Inc. | $9.4M | 271,646 | 0.01% | 9q | +1.4%+$130.2K |
| FF Advisors,LLC | $7.0M | 203,102 | 2.62% | 9q | +2.3%+$159.4K |
| MAI Capital Management | $6.5M | 189,489 | 0.02% | 9q | +10.5%+$619.2K |
| Vident Advisory, LLC | $5.8M | 167,115 | 0.04% | 7q | -13.9%-$931.3K |
| RPg Family Wealth Advisory, LLC | $5.7M | 165,639 | 0.53% | 2q | +37.4%+$1.6M |
| NOESIS CAPITAL MANGEMENT CORP | $5.4M | 157,497 | 0.65% | 3q | +0.6%+$33.6K |
| Risk Paradigm Group, LLC | $5.2M | 150,358 | 4.07% | 3q | +34.1%+$1.3M |
| LAKE STREET PRIVATE WEALTH, LLC | $4.9M | 142,795 | 0.56% | 9q | -2.9%-$145.4K |
| EVERETT HARRIS & CO /CA/ | $3.4M | 99,310 | 0.04% | 9q | +0.6%+$19.5K |
| Smallwood Wealth Investment Management, LLC | $3.2M | 93,326 | 1.41% | 9q | +1.5%+$49.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $3.2M | 92,000 | 0.02% | 9q | HELD |
| Argyle Capital Partners, LLC | $2.6M | 74,702 | 1.62% | 4q | +5.8%+$141.3K |
| Americana Partners, LLC | $2.5M | 73,667 | 0.06% | 3q | +3.8%+$92.6K |
| MORGAN STANLEY | $2.2M | 63,569 | 0.00% | 9q | +15.3%+$290.6K |
| My Personal CFO, LLC | $2.1M | 62,084 | 0.84% | 3q | HELD |
| UBS Group AG | $2.1M | 61,845 | 0.00% | 3q | HELD |
| Benchmark Financial, LLC | $1.7M | 48,654 | 1.37% | 3q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 42,205 | 0.00% | new | NEW |
| Beckerman Institutional, LLC | $1.4M | 41,857 | 0.69% | 8q | +3.8%+$52.9K |
| HighTower Advisors, LLC | $1.4M | 41,213 | 0.00% | 9q | -11.9%-$191.9K |
| HANCOCK WHITNEY CORP | $1.4M | 40,925 | 0.02% | 9q | -12.9%-$209.7K |
| Wellspring Financial Advisors, LLC | $1.3M | 37,224 | 0.08% | 5q | HELD |
| Kestra Advisory Services, LLC | $1.2M | 35,043 | 0.00% | 9q | +2.1%+$25.2K |
| Regal Investment Advisors LLC | $1.2M | 34,710 | 0.06% | 9q | HELD |
| IFP Advisors, Inc | $1.2M | 34,383 | 0.02% | 9q | -0.9%-$10.3K |
| CURA WEALTH ADVISORS, LLC | $1.1M | 31,143 | 0.46% | 3q | -1.6%-$17.2K |
| Parkside Financial Bank & Trust | $919.8K | 26,669 | 0.06% | 9q | -4.4%-$41.9K |
| WAYSTONE ADVISORS LLC | $911.2K | 26,418 | 0.68% | 3q | -2.9%-$27.0K |
| Creative Planning | $847.6K | 24,575 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $804.0K | 23,304 | 0.00% | new | NEW |
| COMMERCE BANK | $708.7K | 20,547 | 0.00% | 9q | -19.8%-$175.0K |
| NewEdge Advisors, LLC | $702.0K | 20,355 | 0.00% | new | NEW |
| Pacific Center for Financial Services | $691.8K | 20,059 | 0.15% | 9q | +1.4%+$9.3K |
| Steward Partners Investment Advisory, LLC | $629.7K | 18,258 | 0.00% | 9q | HELD |
| BANK OF AMERICA CORP /DE/ | $624.6K | 1,810,966? | 0.00% | 6q | |
| Cetera Investment Advisers | $608.7K | 17,648 | 0.00% | 8q | +1.5%+$9.2K |
| EAGLE GLOBAL ADVISORS LLC | $509.4K | 14,770 | 0.02% | 9q | HELD |
| RAYMOND JAMES FINANCIAL INC | $482.8K | 13,999 | 0.00% | 7q | +11.2%+$48.6K |
| North Capital, Inc. | $434.0K | 12,582 | 0.33% | 6q | -1.5%-$6.6K |
| Stonebridge Financial Group, LLC/CA | $417.0K | 12,108 | 0.06% | new | FIRST |
| Covenant Asset Management, LLC | $377.8K | 10,955 | 0.06% | 9q | HELD |
| Janney Montgomery Scott LLC | $371.0K | 10,744 | 0.00% | 9q | +8.0%+$27.6K |
| Activest Wealth Management | $323.9K | 9,392 | 0.06% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $313.1K | 9,079 | 0.00% | 8q | HELD |
| Cresset Asset Management, LLC | $303.0K | 8,785 | 0.00% | 5q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $268.3K | 7,698 | 0.00% | 9q | +6.5%+$16.3K |
| Private Capital Management, LLC | $253.3K | 7,343 | 0.02% | 9q | -5.0%-$13.5K |
| Mariner, LLC | $252.6K | 7,324 | 0.00% | 6q | -1.4%-$3.7K |
| AQR CAPITAL MANAGEMENT LLC | $249.5K | 7,235 | 0.00% | 3q | -4.5%-$11.6K |
| Crestwood Advisors Group, LLC | $235.2K | 6,818 | 0.00% | 6q | -54.3%-$279.2K |
| FIRST HORIZON CORP | $212.8K | 6,171 | 0.01% | new | NEW |
| Parallel Advisors, LLC | $195.2K | 5,660 | 0.00% | 3q | -9.9%-$21.4K |
| Avalon Trust Co | $170.6K | 4,945 | 0.01% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $153.3K | 4,444 | 0.00% | 9q | HELD |
| Elequin Capital, LP | $118.2K | 3,427 | 0.00% | 3q | HELD |
| MONTAG A & ASSOCIATES INC | $69.0K | 2,000 | 0.00% | 9q | HELD |
| Rockefeller Capital Management L.P. | $48.5K | 1,407 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $33.5K | 970 | 0.00% | new | NEW |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | $32.5K | 943 | 0.01% | 9q | HELD |
| PRIVATE TRUST CO NA | $29.6K | 858 | 0.00% | 9q | HELD |
| ROYAL BANK OF CANADA | $22.0K | 627 | 0.00% | 5q | HELD |
| Arax Advisory Partners | $21.9K | 635 | 0.00% | 2q | +23.1%+$4.1K |
| HARBOUR INVESTMENTS, INC. | $12.0K | 348 | 0.00% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $2.6K | 75 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $1.2K | 35 | 0.00% | 2q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $690 | 20 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 74 | $432.4M | 12,544,149 | 7 | 23 | 20 | 0.0% |
| Q1 2026 | 69 | $420.8M | 12,316,269 | 7 | 23 | 20 | 0.0% |
| Q4 2025 | 68 | $363.4M | 12,142,896 | 11 | 18 | 26 | 0.0% |
| Q3 2025 | 57 | $407.0M | 13,796,283 | 4 | 20 | 22 | 0.0% |
| Q2 2025 | 57 | $369.8M | 12,212,180 | 3 | 21 | 22 | 0.0% |
| Q1 2025 | 62 | $426.5M | 13,743,755 | 8 | 21 | 20 | 0.0% |
| Q4 2024 | 54 | $454.7M | 15,288,895 | 4 | 20 | 16 | 0.0% |
| Q3 2024 | 60 | $594.3M | 20,874,301 | 9 | 17 | 18 | 0.0% |
| Q2 2024 | 57 | $657.4M | 22,690,798 | 55 | 2 | 0 | 0.0% |
| Q1 2024 | 2 | $225.3M | 7,907,145 | 2 | 0 | 0 | 0.0% |